日経平均採用銘柄では、住友電工＜5802＞、TDK＜6762＞、三菱ケミG＜4188＞、野村ホールディングス＜8604＞は決算が材料視されて買い優勢となったほか、スクリーンHD＜7735＞、ディスコ＜6146＞、レーザーテック＜6920＞など半導体株の一角がしっかり。このほか、パナHD＜6752＞、村田製作所＜6981＞、デンソー＜6902＞、豊田通商＜8015＞、京セラ＜6971＞などが買われた。The Nikkei Average rebounded sharply. The forward transaction was closed at 38474.66 yen (estimated turnover 0.9 billion 20 million shares), which was 420.99 yen higher (+ 1.11%) compared to the previous business day.
The US stock market fell on the 4th. The Dow average closed at 41794.60 dollars, which depreciated 257.59 dollars, and the NASDAQ fell 59.93 points at 18179.98. It seems that handover sales took precedence due to the sense of uncertainty ahead of the presidential election, and after getting close, it declined. The Dow remained soft throughout the day. The NASDAQ was supported by a decline in long-term interest rates, and the rise in NVIDIA supported it and stopped falling.
The Tokyo market after the consecutive holidays started ahead of the reaction against the fall of over 1000 yen last weekend. The Nikkei Average has expanded the increase to the 38500 yen range, but the upper price is heavy ahead of tonight's vote count for the US presidential election and the US Federal Open Market Committee (FOMC) meeting on the 6th to 7th, etc., and it has remained at half of the previous day's decline. Also, the exchange rate is in the first half of the 152 yen range of 1 dollar, and the development lacks a sense of direction, and it seems that the wait-and-see attitude is getting stronger.
Among the stocks adopted by the Nikkei Average, Sumitomo Electric Industries ＜5802＞, TDK ＜6762＞, Mitsubishi Chemical G＜4188＞, and Nomura Holdings ＜8604＞ had a buying advantage due to financial results being viewed as material, and semiconductor stocks such as Screen HD ＜7735＞, DISCO ＜6146＞, and Lasertech ＜6920＞ are firmly on the market. In addition, Pana HD (6752), Murata Manufacturing (6981), Denso (6902), Toyota Tsusho (8015), Kyocera (6971), etc. were purchased.
Meanwhile, Yamaha (7951), which revised the net profit forecast for the current fiscal year downward due to poor piano business in China, plummeted, and Nippon Ham (2282) was also sold because financial results were disgusted. CyberAgent (4751) received negative reports from securities companies and had a sales advantage. Also, bank stocks such as Sona HD ＜8308＞, Fukuoka ＜8354＞, and Shizuoka FG＜5831＞ were bought against the backdrop of heightened additional interest rate hike observations. In addition, Chugai Pharmaceutical (4519), Shionogi Pharmaceutical (4507), etc. declined.
By industry, securities. While commodity futures trading, non-ferrous metals, machinery, electrical equipment, transportation equipment, etc. rose, air transportation, electric/gas, services, other products, pharmaceuticals, etc. declined.
Starting today, the end time of the backstage has been extended by 30 minutes to 15:30. Since there are many companies that are planning to announce financial results just at 15:00, trading after 15:00 will also be booming. I think the upper value of the Nikkei Average will become heavy due to the US presidential election and the FOMC being held. The backstage assumes a position centered on financial stocks announced during trading hours. At 13:00, Tosoh ＜4042＞, iPhone ＜6718＞, Mitsubishi Heavy Duty ＜7011＞, Logisnex ＜7105＞; at 14:00, Prima Ham ＜2281＞, Chiyoken ＜6366＞, nationwide warranty ＜7164＞, Konica Minolta ＜4902＞, Nippon Seikan ＜5905＞, LINE Fuya ＜4689＞, Mercari ＜4385＞, Kawasaki Kisen ＜9107＞, Nichirei ＜71H＞, and Tokyu Limited D ＜3289＞ etc. are scheduled It's there.
